Plan Ledger DOL Form 5500 · updated monthly

Klamath Child and Family Treatment Center Inc403(b)

KLAMATH CHILD AND FAMILY TREATMENT CENTER RETIREMENT PLAN · KLAMATH FALLS, OR · plan year 2024

Reported admin expense ratio · 2024
0.33%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Klamath Child and Family Treatment Center Inc reported $23,926 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. Employer contributions averaged $1,903 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.47% to 0.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (629th of 1,021), and 6,474th of 11,911 in health care & social assistance. In 2024, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,954,590
Participants with balances167
Active participants282
Employer contributions$536,510
Employee contributions$692,436
Employer contribution per active participant$1,903
Average account balance$47,632
Benefits paid to participants$796,961
Plan auditUnmodified (clean) audit opinion
AuditorJONES & ROTH CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 167 accts · $537K emplr
2023$6.5M · 165 accts · $472K emplr
2022$5.9M · 183 accts · $473K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,098
Investment management$9,828
Total administrative$23,926
The Klamath Child and Family Treatment Center Inc 401(k) match · 2024
Employer contribution per active participant$1,903
Median for plans this size$1,313
2024$1,903 per active participant
2023$1,960 per active participant
2022$1,715 per active participant

Klamath Child and Family Treatment Center Inc's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
DA DAVIDSON & CO · Investment advisory (plan)$27,887
EMPOWER ADVISORY GROUP, LLC · Investment management$6,998

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$23,926 · 0.33%
2023$22,763 · 0.37%
2022$24,684 · 0.47%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Lifeways Inc. OR$8.2M · 0.24%
Protocall Services, Inc. OR$8.0M · 0.84%
Ride Connection, Inc. OR$7.3M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930753926 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.